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Concur Expense Report

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LeAnn Ferguson
(@leann_ferguson_longwood)
Posts: 33
Eminent Member
Topic starter
 

For those Universities using Concur Expense-

How do you load new users into Concur? We (University of Utah) are only using it for employees and challenge is employee turnover. Do you have a nightly feed from HR into Concur? Monthly?

 
Posted : 23/02/2021 9:03 am
Doris Celian
(@dcelianemich-edu)
Posts: 7
 

At Eastern Michigan, we have a nightly feed from our ERP system (Banner) into Concur. One for employees and one for accounting.

 
Posted : 23/02/2021 9:19 am
Amy Page
(@amypage)
Posts: 12
Active Member
 

At Johns Hopkins we did a one time load of all with an employee record in SAP. Now we send deltas/updates nightly.

 
Posted : 23/02/2021 9:29 am
Muriel Marroquin
(@muriel-marroquincaltech-edu)
Posts: 10
Active Member
 

At Caltech, we also have a nightly feed from our ERP (Oracle) into Concur.

 
Posted : 23/02/2021 9:52 am
Emily Duchene
(@educhene)
Posts: 25
 

Pitt also has a nightly feed from our HR system as well into Concur. It adds and deactivates people based on their status in the HR system.

 
Posted : 23/02/2021 9:56 am
LeAnn Ferguson
(@leann_ferguson_longwood)
Posts: 33
Eminent Member
Topic starter
 

@everyone who responded. This would also remove employees who leave campus?

 
Posted : 23/02/2021 10:16 am
Erin Wilkins
(@ewilkins)
Posts: 1
New Member
 

Utah Valley University also has a nightly feed into Concur that adds and inactivates users, and adjusts approvers when these changes are made. Only full-time employees have profiles automatically created. If a part-time employee needs a profile we create it manually, which doesn't happen very often.
Yes, this nightly feed does inactivate terminated employees.

 
Posted : 23/02/2021 10:19 am
Rebecca Spanos
(@rspanosemail-unc-edu)
Posts: 121
Member Admin
 

Same for UNC-CH, we'll have a nightly feed from PeopleSoft which will add new employees and deactivate employees who have left the university. We're launching in April. We're planning to load all employees, a small sub-set of student employees (those who are more like employees, like Post-Docs), and specific affiliates types. Affiliates are those people doing work at UNC-CH but not paid by UNC-CH. This will include specific employees who work at the hospital as well as temp employees.

 
Posted : 23/02/2021 11:23 am
Doris Celian
(@dcelianemich-edu)
Posts: 7
 

At Eastern Michigan, we also have a feed nightly from our ERP (Ellucian Banner) that activates and deactivates employees. We also have a nightly feed from the Finance side of Banner that loads our accounting strings.

 
Posted : 24/02/2021 1:58 am
Ani Binitie
(@abinitie)
Posts: 5
Active Member
 

For those who use Concur expense, how well does it integrate with banner or is that possible at all.

 
Posted : 25/02/2021 11:48 am
Doris Celian
(@dcelianemich-edu)
Posts: 7
 

Eastern Michigan University uses Concur Travel, Expense, and Invoice. We are a Banner school and we interface Banner and Concur. We do a daily feed of employees to activate new employees and deactivate terminated employees. We also interface our Chart of Account FOAPAL changes daily. We download our Pcard transactions from JPMORGAN which are also reconciled through Concur. We upload our POs to Concur also on a daily basis and relieve our encumbrances in Banner through a Concur download. So all in all it interfaces very well with Banner.

 
Posted : 26/02/2021 4:26 am
LeAnn Ferguson
(@leann_ferguson_longwood)
Posts: 33
Eminent Member
Topic starter
 

Thanks everyone for your feedback. I wish i could "like" your responses. 🙂

 
Posted : 26/02/2021 4:45 am
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